Use Evernote Templates To Make Your Life Easier

Evernote does a (relatively) good job creating a service and creating software, but I have always felt that the company could do a better job helping people put things into Evernote. For example, did you know there is an Evernote templates feature?

OK, before you call me on it, that’s not entirely accurate. There is no real template functionality in Evernote, but you can use some existing features to fake it, and the company has started to take baby steps towards providing templates that users can apply.

Evernote templates are something I touched on back in 2015. You can right-click on any note and choose Copy to Notebook… to make a copy. The ability to copy notes to another notebook lets you have one central Template notebook as a repository, and then create new entries in any place that you choose.

If you want just to keep duplicating a note in the same notebook, you can right-click and choose Duplicate Note.

Annual Planning Templates

Many people like to do yearly planning in Evernote. I’ve done it myself in the past.

For the past few years, Evernote has provided yearly planning templates that you can use to do your weekly, daily, monthly, or yearly planning. Here is the 2018 edition.

Evernote Template – Weeky Planner

Just click open up linked to in the article, click Save to Evernote, and the template will be saved to your Evernote account. You can then place it wherever you’d like.

Evernote Templates Collection

Evernote has created a little library of pre-built templates that you can use.

Create Your Own Template Library

Having a template library is a great and fast way to re-use notes and not have to re-create the wheel. It’s also an excellent way to make sure things are standardized, especially if you are working with others.

About the Author

Brooks Duncan helps individuals and small businesses go paperless. He's been an accountant, a software developer, a manager in a very large corporation, and has run DocumentSnap since 2008. You can find Brooks on Twitter at @documentsnap or @brooksduncan. Thanks for stopping by.

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DocumentSnap was created by Brooks Duncan (that's me). I started it in 2008 as I was going through my paperless journey. Now I share what works (and what doesn't) so you know exactly how to go paperless yourself.